Quotes Tab

The Quotes tab contains a paginated list of all the client’s existing quotes, icons to edit or delete an existing quote, and the option to create new quote.

You can access this tab when you view a client’s profile at Clients > View/Search Clients.

For more information and steps to create a quote, see [Quotes]](/billing-and-invoicing/quotes).

Create New Quote

To create a new quote:

  1. Click Create New Quote.
  2. Enter a subject for the quote. The client can see this.
  3. Configure the Date Created and Valid Until dates. They will default to the current date and one month in the future, respectively.
  4. For each item you wish to add to the quote, set a quantity, description, unit price, and discount percentage under Line Items.
    • The system calculates the total by multiplying the Unit Price value by the Qty value and then subtracting the discount.
    • To add more lines to the quote, click Save Changes and a new line entry will appear.
    • To add a product that you already created at Configuration () > System Settings > Products/Services:
      1. Click Add a Predefined Product.
      2. Choose the desired product from the menu.
      3. Click Select.
        This will retrieve the product name, group, and price, but it will not link the quote to the product. After the client accepts and pays for the quote, you must add the product to the client’s products and services by clicking Add New Order in the client’s profile’s Summary tab.
  5. Enter the text that you want to display at the top of the quote in the Proposal Text textbox.
  6. Enter any desired customer notes and admin-only notes.
    • Text that you enter in Customer Notes will display on the quote to the client.
    • Text that you enter in Admin Only Notes will never display for the client.
  7. Click Save Changes.

Pagination

The number of entries per page is determined under Configuration () > System Settings > General Settings.

Sorting Order

Click the table headings to change the sorting order.

Last modified: May 31, 2024